Coursera shares dropped over 10%, despite strong Q3 results and raised full-year revenue guidance, highlighting investor skepticism. COUR's value is compelling at current prices, trading at just 11.8x EV/FY25 adjusted EBITDA, with a robust cash position. Q3 growth was driven by Coursera Plus subscriptions and new AI content, including a notable ChatGPT integration.
Coursera, Inc. (NYSE:COUR ) Q3 2025 Earnings Call October 23, 2025 5:00 PM EDT Company Participants Cam Carey - Head of Investor Relations Gregory Hart - CEO, President & Director Kenneth Hahn - Senior VP, CFO & Treasurer Conference Call Participants Josh Baer - Morgan Stanley, Research Division Bryan Smilek - JPMorgan Chase & Co, Research Division Stephen Sheldon - William Blair & Company L.L.C., Research Division Ryan MacDonald - Needham & Company, LLC, Research Division Rishi Jaluria - RBC Capital Markets, Research Division Claire Gerdes - UBS Investment Bank, Research Division Nafeesa Gupta - BofA Securities, Research Division Ryan Griffin - BMO Capital Markets Equity Research Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to Coursera's Third Quarter 2025 Earnings Call.
The headline numbers for Coursera (COUR) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Coursera (COUR) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.1 per share a year ago.
Coursera is well-positioned for further stock appreciation, driven by a reacceleration of revenue growth, strong consumer demand, and an attractive valuation. COUR benefits from branded, credentialed content, international expansion, and a strategic shift away from the low-margin OPM business to focus on scalable growth segments. Enterprise segment retention rates are rebounding, and generative AI will help expand content offerings and competitiveness, supporting a trajectory toward double-digit revenue growth.
Coursera, Inc. (NYSE:COUR ) Coursera Product Strategy: A Conversation with CEO Greg Hart and CPO Patrick Supanc Call Company Participants Gregory Hart - CEO, President & Director Patrick Supanc - Chief Product Officer Conference Call Participants Bryan Smilek - JPMorgan Chase & Co, Research Division Presentation Bryan Smilek Analyst Awesome. Good morning, and welcome, everybody.
Coursera (COUR) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
I'm rotating into undervalued small caps like Coursera, expecting them to outperform as large caps flatten or decline through 2025. Coursera's strong Q2 beat, accelerating growth, and improved free cash flow reinforce my bullish stance and justify a continued buy rating. The company's scalable platform, rapid AI course adoption, and expanding enterprise business offer significant long-term growth potential.
Shares of Coursera surge after a strong second-quarter earnings report.
Coursera, Inc. (NYSE:COUR ) Q2 2025 Earnings Conference Call July 24, 2025 5:00 PM ET Company Participants Cam Carey - Head of Investor Relations Gregory M. Hart - CEO, President & Director Kenneth R.
While the top- and bottom-line numbers for Coursera (COUR) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Coursera (COUR) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.09 per share a year ago.